Nvidia Pours $1 Billion into Naver, Doubling Down on AI Infrastructure

AI News Brief: Nvidia announces plans to invest $1 billion in South Korean tech group Naver, marking a new phase in their collaboration on building global AI infrastructure. Under the agreement, Naver will leverage its partnership with Nvidia to target 200 megawatts (200MW) of data center capacity by 2028. The funds will go toward data center construction and expansion to support the massive compute demands of AI workloads…

2026-07-29 · 2 min · 323 words · Judy

Core Scientific Q2 Revenue Doubles as AI Colocation Expansion Accelerates

AI News Brief: Core Scientific’s Q2 revenue more than doubled YoY from $78.6M to $164.2M, driven by rapid expansion of AI and HPC colocation business, while bitcoin mining’s share keeps shrinking. Colocation revenue surged from $10.6M to $136.7M YoY, lifting gross profit from $5M to $70M, but a $1.215B non-cash loss from warrant revaluation pushed the company to a $1.15B net loss.

2026-07-29 · 3 min · 511 words · Judy

Galaxy, MARA Holdings Expand Texas Footprint with Land Acquisitions for Mining Sites

AI News Brief: Crypto infrastructure companies are doubling down on Texas land acquisitions, driven by growing AI and HPC power demand. Galaxy Digital announced on Tuesday the purchase of a 500-acre site in McGregor, Texas, where it will build its second AI and HPC data center campus in the state, with initial planned power capacity of 74 MW to be expanded in phases. On the same day, Bitcoin miner MARA Holdings announced an acquisition agreement for a 1,200-acre site in Matagorda County with existing power access, supporting up to 2 GW of capacity, with plans to develop it for AI and HPC workloads while also using it as a Bitcoin mining base.

2026-07-29 · 3 min · 440 words · Judy

Visa Outlines Stablecoin Strategy in Q3 Earnings Call

AI News Brief: Visa outlined its stablecoin strategy during the Q3 earnings call, emphasizing that it is investing across every layer of the stablecoin ecosystem. The company posted Q3 revenue of $11.6 billion, up 14% year-over-year, driven by double-digit growth in payments volume, cross-border volume, and processed transactions. Visa said it has invested across blockchain, issuance, wallets, infrastructure and orchestration, and applications, with progress this quarter in both the issuance and application layers. The company has joined the OpenStandard consortium, which plans to issue the OpenUSD stablecoin for global money movement. Visa’s stablecoin platform is designed to let partners settle with Visa in stablecoins, offering on-chain wallet-as-a-service infrastructure as well as the ability to move funds between fiat and stablecoins (starting with OpenUSD). The platform will also integrate with Pismo to support tokenized deposits for financial institutions, with plans to onboard third-party tokenized deposit infrastructure providers in the future. Visa also pointed to AI as another long-term growth area, viewing stablecoins and AI as complementary technologies: if stablecoins are reshaping the back end of commerce, AI is reshaping the front end, and agentic commerce will expand Visa’s addressable market and drive future growth. Cross-border volume grew 13% YoY (12% excluding intra-Europe), while processed transactions grew 10%.

2026-07-29 · 3 min · 471 words · Judy

5 Ways AI Mode Helps You Enjoy the Real World

AI News Brief: This is a Google Search AI Mode feature introduction article, not a trading or system task — produce the summary directly. The Google blog post introduces how AI Mode in Google Search helps users get outdoors more and experience real life. The article notes that searches for adult tennis lessons, trail running, hiking, and running clubs hit record highs this year, while searches for how to do a digital detox have grown 110% since the beginning of the year.

2026-07-28 · 3 min · 565 words · Judy

Gemini API Managed Agents Launched: Full Breakdown of 3.6 Flash and Hooks Features

AI news flash: Gemini API’s Managed Agents feature rolls out three updates: model upgrade, environment hooks, and free tier access. This builds on the previously launched background tasks and remote MCP server integration. Through the Gemini Interactions API, a single API call can orchestrate reasoning, code execution, package installation, file management, and web fetching, all inside an isolated cloud sandbox. Developers can run npx skills add google-gemini/gemini-skills --skill gemini-interactions-api to give their AI coding assistant the Interactions API skill.

2026-07-28 · 3 min · 495 words · Judy

Scientific Computing Enters the Agent Era: AI-Driven Innovation in Research Tools

OpenAI recently published a field report showing how scientists are using AI coding agents to modernize scientific computing software development, accelerating progress in fields like genomics. These AI agents help researchers handle tedious coding and maintenance tasks, letting teams focus more on experimental design and data interpretation rather than being slowed down by infrastructure or code quality issues. The original summary only outlines the broad direction of using AI agents to accelerate scientific computing development without detailing specific toolchains, real case data, or quantified efficiency gains, so more detailed mechanism descriptions can’t be expanded here—please refer to the original link for full details. Overall, this report echoes a recent AI community trend: extending LLM-driven coding agents from general software engineering scenarios into more specialized, high-barrier scientific computing environments to test their practicality and reliability when handling complex scientific codebases.

2026-07-28 · 2 min · 416 words · Judy

Power Up Your AI Infrastructure! A First Look at the Smart Systems Stage Agenda at TechCrunch Disrupt 2026

AI news brief: this article is short, covering only one agenda item from TechCrunch Disrupt 2026 with limited technical detail to dig into, so here’s a direct summary. TechCrunch Disrupt 2026 will feature the Smart Systems Stage, focusing on the intersection of energy, infrastructure, and technology. Topics range from nuclear fusion breakthroughs to the power demand pressure AI puts on the overall grid and economy…

2026-07-28 · 2 min · 323 words · Judy

Google's AI Search Is Rapidly Becoming the Default, New Data Shows

AI News Brief: Google’s AI Overviews feature has surged in adoption over the past year. According to market intelligence firm Similarweb, its appearance rate has jumped from 15% to 43%, evolving from a simple overlay on search results into an indispensable part of users’ search workflow. Users now often start in AI Overviews and extend their research through Google’s more conversational AI Mode, which grew from 126 million visits in June 2025 to 279 million in May 2026. Average Google query length is also stretching out, showing users are shifting from short keyword searches to longer, conversational prompts designed for AI — and Google itself is transforming from a website gateway into a destination where users stay and get answers.

2026-07-28 · 3 min · 550 words · Judy

AI Chip Boom Shifts Bottleneck to Advanced Packaging, AT&S CEO Warns

AI News Brief: AT&S CEO warns that the global AI wave is creating new bottlenecks in semiconductor manufacturing, as advanced packaging services and substrate supply can no longer keep up with demand. Michael Mertin, CEO of the Austrian substrate supplier, points out that AI chips have dramatically increased the complexity of supply chain partnerships, and vendors and customers can no longer operate on simple order-and-delivery terms but must collaborate, think together, and build joint technology roadmaps, reflecting how advanced packaging is shifting from a relatively standardized foundry model toward a deeper, more tightly coupled cooperative structure that requires both sides to jointly plan capacity and technology evolution. To address AI demand continuously outpacing substrate capacity, AT&S is expanding its operations in Penang, Malaysia, signaling that advanced packaging and substrate capacity have become the new bottleneck segment following semiconductor manufacturing in the AI chip supply chain. The original summary does not provide further details on expansion scale, investment amount, or timeline; please refer to the original link for full details.

2026-07-28 · 2 min · 393 words · Judy
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